|
Institutional
Holders
Total
Institutions:
|
198 12 |
|
Total
shares held :
|
25,158,688 |
|
% of shares
held :
|
27.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
74 |
|
Amount
of shares held :
|
4,639,436 |
|
% of shares
held change :
|
5.15% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Beaird Harris Wealth Management LLC |
2 |
- |
2023-12-31 |
2,037,607 |
$95,788,000 |
294,409 |
|
DiNuzzo Private Wealth Inc. |
1 |
- |
2023-12-31 |
1,996,592 |
$93,860,000 |
0 |
|
Resources Investment Advisors Inc. |
18 |
- |
2023-12-31 |
1,267,618 |
$59,591,000 |
1,224,914 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2 |
- |
2024-03-31 |
1,017,050 |
$47,842,000 |
96,397 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
29 |
- |
2023-12-31 |
934,771 |
$43,944,000 |
765,902 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
281 |
- |
2024-03-31 |
850,827 |
$40,023,000 |
95,051 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
143 |
- |
2023-12-31 |
837,526 |
$39,372,000 |
-18,759 |
|
Apella Capital LLC |
14 |
- |
2024-03-31 |
804,918 |
$37,855,000 |
62,121 |
|
Great Waters Wealth Management |
6 |
- |
2024-03-31 |
800,080 |
$37,636,000 |
155,371 |
|
ENVESTNET ASSET MANAGEMENT INC |
777 |
- |
2023-12-31 |
719,316 |
$33,815,000 |
29,942 |
|
SAVANT CAPITAL MANAGEMENT INC |
51 |
- |
2023-12-31 |
633,428 |
$29,777,000 |
230,314 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
11 |
- |
2024-03-31 |
624,410 |
$29,372,000 |
115,962 |
|
TRIAD FINANCIAL ADVISORS INC. |
3 |
- |
2023-09-30 |
616,393 |
$28,588,000 |
124,839 |
|
HIGHTOWER ADVISORS, LLC |
379 |
- |
2023-12-31 |
602,624 |
$28,330,000 |
583,103 |
|
Buckingham Strategic Partners |
19 |
- |
2023-12-31 |
553,100 |
$26,001,000 |
299,945 |
|
Rather & Kittrell Inc. |
4 |
- |
2024-03-31 |
550,493 |
$25,895,000 |
128,629 |
|
Silicon Hills Wealth Management LLC |
1 |
- |
2023-06-30 |
519,477 |
$24,078,000 |
31,500 |
|
RAM Investment Partners LLC |
|
- |
2024-03-31 |
506,893 |
$23,844,000 |
21,057 |
|
BURNEY CO/ |
14 |
- |
2023-12-31 |
500,762 |
$23,541,000 |
-104,135 |
|
Mattern Wealth Management LLC |
3 |
- |
2023-12-31 |
484,970 |
$22,798,000 |
-101,372 |
|
Grunden Financial Advisory Inc. |
4 |
- |
2024-03-31 |
439,971 |
$20,696,000 |
8,751 |
|
JANE STREET GROUP LLC |
525 |
- |
2023-12-31 |
440,164 |
$20,692,000 |
209,038 |
|
RFG Advisory Group LLC |
21 |
- |
2024-03-31 |
412,706 |
$19,414,000 |
19,667 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
28 |
- |
2023-12-31 |
412,765 |
$19,404,000 |
-112,686 |
|
Rockwood Wealth Management LLC |
13 |
- |
2024-03-31 |
338,418 |
$15,919,000 |
41,667 |
|
Valued Wealth Advisors LLC |
|
- |
2024-03-31 |
327,024 |
$15,383,000 |
4,080 |
|
SJS Investment Consulting Inc. |
5 |
- |
2024-03-31 |
295,356 |
$13,894,000 |
28,397 |
|
BANK OF AMERICA CORP /DE/ |
2081 |
- |
2023-12-31 |
295,438 |
$13,889,000 |
113,192 |
|
Onyx Financial Advisors LLC |
3 |
- |
2024-03-31 |
282,109 |
$13,270,000 |
36,080 |
|
LEGACY FINANCIAL GROUP INC. |
6 |
- |
2023-12-31 |
274,910 |
$12,924,000 |
18,908 |
|
PARK AVENUE SECURITIES LLC |
92 |
- |
2024-03-31 |
266,885 |
$12,554,000 |
1,342 |
|
Root Financial Partners LLC |
8 |
- |
2024-03-31 |
258,872 |
$12,177,000 |
85,107 |
|
GREAT OAK CAPITAL PARTNERS LLC |
7 |
- |
2024-03-31 |
246,222 |
$11,582,000 |
72,390 |
|
RCS Financial Planning LLC |
3 |
- |
2024-03-31 |
243,189 |
$11,440,000 |
18,451 |
|
SAX WEALTH ADVISORS LLC |
16 |
- |
2023-12-31 |
236,612 |
$11,123,000 |
100,109 |
|
Signature Resources Capital Management LLC |
3 |
- |
2024-03-31 |
230,165 |
$10,820,000 |
-9,221 |
|
Vestmark Advisory Solutions Inc. |
35 |
- |
2023-12-31 |
225,047 |
$10,579,000 |
-209,253 |
|
Allegiance Financial Group Advisory Services LLC |
|
- |
2024-03-31 |
215,946 |
$10,158,000 |
36,906 |
|
WPWealth LLP |
9 |
- |
2023-12-31 |
212,027 |
$9,967,000 |
203,217 |
|
CLIENT 1ST ADVISORY GROUP LLC |
6 |
- |
2023-12-31 |
209,354 |
$9,842,000 |
74,136 |
|
Oceanside Advisors LLC |
4 |
- |
2024-03-31 |
207,721 |
$9,771,000 |
-3,550 |
|
Dynamic Advisors Solutions LLC |
84 |
- |
2024-03-31 |
188,443 |
$8,864,000 |
11,684 |
|
LPL FINANCIAL CORP |
1341 |
- |
2023-12-31 |
182,933 |
$8,600,000 |
5,735 |
|
AE Wealth Management LLC |
445 |
- |
2023-12-31 |
176,027 |
$8,268,000 |
104,941 |
|
Peirce Capital Management LLC |
9 |
- |
2024-03-31 |
164,774 |
$7,751,000 |
31,590 |
|
BCU Wealth Advisors LLC |
3 |
- |
2024-03-31 |
162,954 |
$7,665,000 |
28,300 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
160,161 |
$7,534,000 |
7,515 |
|
CFS Investment Advisory Services LLC |
16 |
- |
2023-12-31 |
160,141 |
$7,528,000 |
4,921 |
|
Ruedi Wealth Management Inc. |
|
- |
2023-12-31 |
143,741 |
$6,757,000 |
61,540 |
|
CI Private Wealth LLC |
617 |
- |
2023-12-31 |
143,410 |
$6,742,000 |
132,000 |
|
Tillman Hartley LLC |
13 |
- |
2023-12-31 |
143,402 |
$6,741,000 |
7,118 |
|
Waypoint Capital Advisors LLC |
|
- |
2024-03-31 |
143,057 |
$6,729,000 |
-1,806 |
|
SC&H Financial Advisors Inc. |
|
- |
2024-03-31 |
132,211 |
$6,219,000 |
9,511 |
|
FinDec Wealth Services Inc. |
11 |
- |
2023-12-31 |
124,538 |
$5,855,000 |
3,135 |
|
Kooman & Associates |
9 |
- |
2023-12-31 |
124,467 |
$5,851,000 |
-7,165 |
|
White Wing Wealth Management |
6 |
- |
2024-03-31 |
120,332 |
$5,654,000 |
10,007 |
|
Tortoise Investment Management LLC |
39 |
- |
2023-12-31 |
118,156 |
$5,555,000 |
-2,313 |
|
Goss Wealth Management LLC |
327 |
- |
2023-12-31 |
116,992 |
$5,492,000 |
101,707 |
|
Heritage Investment Group Inc. |
|
- |
2024-03-31 |
116,283 |
$5,470,000 |
5,870 |
|
Graves-Light Private Wealth Management Inc. |
39 |
- |
2023-12-31 |
113,960 |
$5,357,000 |
1,605 |
|
Great Point Wealth Advisors LLC |
|
- |
2023-12-31 |
109,687 |
$5,156,000 |
14,918 |
|
HANSON MCCLAIN, INC. |
195 |
- |
2024-03-31 |
109,206 |
$5,137,000 |
-2,283 |
|
Pioneer Wealth Management Group |
10 |
*New |
2024-03-31 |
108,820 |
$5,119,000 |
108,820 |
|
PURE FINANCIAL ADVISORS, INC. |
71 |
- |
2024-03-31 |
104,908 |
$4,935,000 |
958 |
|
FAMILY WEALTH PARTNERS LLC |
14 |
- |
2024-03-31 |
103,388 |
$4,863,000 |
40,767 |
|
AWM CAPITAL LLC |
24 |
- |
2024-03-31 |
103,215 |
$4,855,000 |
5,829 |
|
Chicago Partners Investment Group LLC |
111 |
- |
2024-03-31 |
100,193 |
$4,685,000 |
17,688 |
|
Bay Harbor Wealth Management LLC |
21 |
- |
2024-03-31 |
98,667 |
$4,641,000 |
13,057 |
|
Straight Path Wealth Management |
11 |
- |
2024-03-31 |
97,076 |
$4,566,000 |
11,625 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
690 |
- |
2024-03-31 |
95,854 |
$4,509,000 |
11,882 |
|
FirstPurpose Wealth LLC |
10 |
- |
2024-03-31 |
94,773 |
$4,442,000 |
8,775 |
|
Gradient Capital Advisors LLC |
19 |
- |
2024-03-31 |
91,703 |
$4,314,000 |
15,849 |
|
CPA Asset Management LLC |
10 |
- |
2023-12-31 |
81,265 |
$3,820,000 |
26,051 |
|
IFP Advisors Inc |
111 |
- |
2023-12-31 |
80,491 |
$3,784,000 |
48,940 |
|
MERCER GLOBAL ADVISORS INC /ADV |
542 |
- |
2023-12-31 |
80,127 |
$3,767,000 |
15,922 |
|
RENAISSANCE TECHNOLOGIES LLC |
1538 |
*New |
2023-12-31 |
79,700 |
$3,747,000 |
79,700 |
|
Betterment LLC |
104 |
- |
2023-12-31 |
77,532 |
$3,645,000 |
15,110 |
|
Lakeridge Wealth Management LLC |
|
- |
2024-03-31 |
71,588 |
$3,368,000 |
4,654 |
|
Henrickson Nauta Wealth Advisors Inc. |
14 |
- |
2024-03-31 |
69,437 |
$3,255,000 |
3,563 |
|
Acorn Wealth Advisors LLC |
11 |
- |
2024-03-31 |
66,593 |
$3,133,000 |
8,668 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
61,138 |
$2,876,000 |
13,177 |
|
Orion Portfolio Solutions LLC |
458 |
- |
2023-12-31 |
61,268 |
$2,870,000 |
-22,014 |
|
Apollon Wealth Management LLC |
|
- |
2024-03-31 |
58,477 |
$2,751,000 |
12,977 |
|
Hemington Wealth Management |
20 |
*New |
2024-03-31 |
57,577 |
$2,709,000 |
57,577 |
|
BB&T CORP |
1103 |
- |
2023-12-31 |
57,001 |
$2,680,000 |
-21,130 |
|
LifePro Asset Management |
19 |
*New |
2024-03-31 |
54,996 |
$2,587,000 |
54,996 |
|
MARYLAND CAPITAL ADVISORS INC. |
15 |
- |
2024-03-31 |
54,785 |
$2,577,000 |
-2 |
|
Vermillion & White Wealth Management Group LLC |
11 |
- |
2023-12-31 |
53,272 |
$2,504,000 |
0 |
|
Essential Planning LLC. |
16 |
- |
2023-12-31 |
53,193 |
$2,501,000 |
10,650 |
|
ROYAL BANK OF CANADA |
2403 |
- |
2023-12-31 |
52,367 |
$2,461,000 |
14,304 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1693 |
- |
2023-12-31 |
51,598 |
$2,426,000 |
35,750 |
|
Hutchens & Kramer Investment Management Group LLC |
|
- |
2024-03-31 |
51,334 |
$2,412,000 |
-805 |
|
Beacon Pointe Advisors LLC |
431 |
- |
2023-12-31 |
50,867 |
$2,391,000 |
15,768 |
|
Planning Center Inc. |
18 |
- |
2024-03-31 |
48,776 |
$2,294,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
564 |
- |
2023-12-31 |
47,483 |
$2,232,000 |
524 |
|
Shira Ridge Wealth Management |
22 |
- |
2024-03-31 |
46,508 |
$2,188,000 |
-2,833 |
|
WEALTHSOURCE PARTNERS LLC |
120 |
- |
2023-12-31 |
44,722 |
$2,102,000 |
4,981 |
|
Advisor Group Holdings Inc. |
1830 |
- |
2023-12-31 |
43,963 |
$2,067,000 |
22,849 |
|
Integrated Wealth Concepts LLC |
464 |
- |
2023-12-31 |
43,968 |
$2,067,000 |
115 |
|
Steward Financial Group LLC |
15 |
*New |
2023-09-30 |
44,536 |
$2,065,000 |
44,536 |
|
|
100 Records found
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1
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